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Aspire Growth Partners’s UnitedHealth UNH Stock Holding History

Aspire Growth Partners’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$831K Buy
1,999
+409
+26% +$152K 0.48% 48
2026
Q1 		$430K Buy
1,590
+188
+13% +$56K 0.3% 73
2025
Q4 		$463K Buy
1,402
+28
+2% +$9.49K 0.32% 74
2025
Q3 		$474K Sell
1,374
-18
-1% -$5.44K 0.35% 71
2025
Q2 		$434K Buy
1,392
+5
+0.4% +$1.91K 0.36% 70
2025
Q1 		$542K Buy
1,387
+341
+33% +$174K 0.48% 52
2024
Q4 		$529K Buy
+1,046
New +$594K 0.52% 50

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Aspire Growth Partners's UNH Position: Q2 2026 in Review

Aspire Growth Partners increased its UnitedHealth (UNH) stake by 26% in Q2 2026, buying an estimated $152K and bringing the position to 1,999 shares worth $831K. The position accounts for 0.48% of the portfolio, ranked #48.

Aspire Growth Partners first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Aspire Growth Partners held 1,999 shares of UnitedHealth worth $831K as of Q2 2026.
  • Aspire Growth Partners bought 409 UnitedHealth shares in Q2 2026, an estimated $152K.
  • UnitedHealth made up 0.48% of Aspire Growth Partners's portfolio in Q2 2026, its #48 holding.
  • Aspire Growth Partners first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Aspire Growth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.